♦ Insureds List – On-Page Edit.

♦ Prospects List – New Batch Action – Move to Sub-Agency.

♦ Policies Details Page – Invoices / Receipts Tab.

♦ Recent Production List – Added new search filters – Carrier & MGA.

♦ Cancelled Policies – Added new column option (not configured by default) – Cancellation Premium.

♦ Custom Fields (Simple) – Ability to add initial values in the info center if no records exist.

♦ Custom X-Dates – Ability to add initial values in the info center if no records exist.

♦ Automate 365 Integration – Ability to Sync Vehicles & Drivers from AU365 to NC.

♦ Custom Fields (Simple) – Moved vertically between Contacts and Policies on the details pages.